With our direct integration into monday.com, Sales Teams can easily automate all of their appointment scheduling with a simple, user-friendly approach that makes appointment scheduling easy for both their team and their clients and leads.

Essential Goals

• Increase Sales Revenue

Revenue goals are among the most valuable targets for measuring sales performance. And since revenue is both quantitative and aggressively tracked against monthly, quarterly, and annual benchmarks, they’re also easy to set.

• Close More Deals

If you want to increase win rates, you have a few different options to choose from. You can track the number of deals your sales team closes overall, or you can see how many each sales rep closes individually.

• Boost Booking Rate

To turn leads into new customers, you need to talk to people in person. Naturally, this makes your booking rate extremely important. By boosting your meeting scheduling success, you can increase your conversion rate and decrease lead drop-off during the sales cycle too.

How to achieve these goals on this Automation

First Integrate CatchApp with monday.com. Once you have integrated, you will be provided with options like dropping your appointments directly to your Monday board.

Set up your board with the following groups:

• Urgent Calls

• Qualifying Calls

• Demo Calls

• Meetings Occured

• Follow-Up Meetings

• Technical Sales Calls

From here, click automate and connect with your email of choice (Gmail/Outlook), and set up follow-up emails.

Benefits of this Automation

• Increase in Conversions

With better tracking of your leads, you can easily streamline the conversion process as you can group each stage for each lead.

• Automated follow-ups

No need to write a follow-up for each lead, easily automated in the background saves you more time to spend on other leads or gathering more.

 

monday.com lets you plan, track, and organise all your team’s work in one place. And it’s beautifully integrated with CatchApp! For more details on using monday.com and CatchApp Booking as a CRM platform, check out our blog here.